$djco

03/25: A Game-Changing Find + Q1 Breakdown

We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1, 2025 • Alejandro Yela

01/25: Catching Opportunities, Building Conviction & Lowball Wins

Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions

Feb 4, 2025 • Alejandro Yela

💼 11/24: New Holdings, New Beginnings +52.90%

Portfolio Review including a new position reveal and mini thesis you need to see

Dec 3, 2024 • Alejandro Yela

💼 10/24: Cardlytics Incoming Mega Catalyst

Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth

Nov 5, 2024 • Alejandro Yela

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